This is a multipart message in MIME format. ------=_NextPart_000_0201_01DA2809.6DFCED40 Content-Type: multipart/related; boundary="----=_NextPart_001_0202_01DA2809.6DFCED40" ------=_NextPart_001_0202_01DA2809.6DFCED40 Content-Type: multipart/alternative; boundary="----=_NextPart_002_0203_01DA2809.6DFCED40" ------=_NextPart_002_0203_01DA2809.6DFCED40 Content-Type: text/plain; charset="utf-8" Content-Transfer-Encoding: quoted-printable Hi All! =20 I think Lito can bring this home for us in that other thread, but as I = mentioned he=E2=80=99s working to collect payment forms from our clients = today and the forms for ACH (PAD) looked correct. I think the PAD/ACH = form is what is included as a default as a part of the client consent = agreement in Pandadoc, and the Card form is only sent if requested from = the client specifically to avoid paying via PAD/ACH. =20 These forms are where we need to add the 2.7% fee and I don=E2=80=99t = think it=E2=80=99s necessary to have one per entity, one branded TheKey = sounds like it would do the trick, unless there are legal reasons to = have 1 per. =20 Thank you! =20 Elizabeth Clark=20 Director, CI & Transformation Long Term Care Insurance, Onboarding =20 TheKey =20 =20 =20 From: Steve Koyanagi =20 Sent: Tuesday, December 5, 2023 2:41 PM To: Elizabeth Clark ; Timothy Thomas Subject: Fwd: Credit Card Authorization Form =20 Hi Elizabeth,=20 =20 Is there a finance stakeholder that is spearheading the project to = standardize payment authorization forms or PAD agreements in Canada as = needed? I can provide legal advice as necessary to that stakeholder.=20 =20 Let us know. Thanks! =20 ---------- Forwarded message --------- From: Timothy Thomas > Date: Tue, Dec 5, 2023 at 1:44=E2=80=AFPM Subject: Fwd: Credit Card Authorization Form To: Steve Koyanagi > =20 Hi Steve, =20 Here are the credit card forms. =20 Thanks Tim ---------- Forwarded message --------- From: Joey Taylor > Date: Tue, Dec 5, 2023 at 4:27=E2=80=AFPM Subject: Credit Card Authorization Form To: Timothy Thomas > =20 Hey Tim, Please see attached. Winnipeg has no Credit Card Form (Dennis and = Lindsey never accepted credit cards due to fees so Dennis has been using = Calgary). Vancouver only has one payment authorization form (has both CC = and PAD). Thanks,=20 =20 Joey Taylor General Manager Montreal 514-907-5065 TheKey.ca =20 =20 --=20 Tim Thomas Head of Canada Division Please note my email has changed: tt@TheKey.com (514) 591-9387 =09 TheKey.ca =20 =20 ------=_NextPart_002_0203_01DA2809.6DFCED40 Content-Type: text/html; charset="utf-8" Content-Transfer-Encoding: quoted-printable v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);}